Mary KishoiyianCRD Number: 5833270
Current Firm: Vanguard Advisers, Inc.
Mary Kishoiyian (CRD# 5833270) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 12 years of experience in the finance industry.
Lpl Financial LLC
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Aug 2010 - Current||12|
|Keller Williams Main Line Realty||Bryn Mawr, PA||Aug 2011 - May 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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